(LVLT) - Level 3 Communications Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : (LVLT) - Level 3 Communications

LVLT 53.63

0.0%

Nov 1 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: IndioBlues who wrote (3065)	8/20/2001 3:48:10 PM
From: Freedom Fighter	of 3873

I'm having a very tough time determining who really has the best position right now - though I still like LVLT's assets th best. Right now it looks to me like there may be too many players in this space. Is that an understatement? (VBG) Personally, I don't think bankruptcies that involve liquidations are a highly probable scenario. I think someone will buy the loser(s) at a very distressed price. But if I am correct, who is(are) the loser(s)? It's hard for to imagine either BRW or Q getting into near term financial difficulty because they have profitable operations to help them get through this tough period. They can finance themselves. The new Touch America will have such solid finances, that it should have a lot of time even though it is a late entry and has a more marginal position and network. Global Crossing already has a huge revenue base and arguably has an advantage related to the global network coverage. LVLT and WCG have no substantial revenue base and a lot of debt, but arguably they might have the best networks from a cost and technology standpoint. (especially LVLT) How doe this play out?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next